Number of Shares
28,080.00
Current Holdings Value*
$8.14 Mil
% of Portfolio
3.41%
Total Estimate Gain
$3.99 Mil
% of Total Estimate Gain
87.90%

Evergreen Private Wealth LLC's JPMorgan Chase & Co Holding Summary

As of 2025-06-30, Evergreen Private Wealth LLC held 28,080.00 shares of JPMorgan Chase & Co(JPM), totaling $8.14 Mil. This investment constitutes 3.41% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 2 purchases of JPM, at an average price of $152.45, for a total of 29,745.00 shares. In addition, there have been 4 sales at an average price of $205.41 for 1,665.00 shares. Based on historical transaction data and JPM's current price of $291.27, Evergreen Private Wealth LLC's estimated gain on his JPM holdings is $3.99 Mil, reflecting a 87.90% gain to date.

Evergreen Private Wealth LLC JPM ($291.27) Holding Chart

Evergreen Private Wealth LLC JPM ($291.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1